This mechanism to exclude a folder out of ‘Latest Documents’ folder is introduced during folder creation. You can choose to exclude the contents of a folder from the ‘Latest Documents’ during folder creation. This means that all the files (to be uploaded inside that folder) will not have a copy of the latest versions in the ‘Latest Documents’ folder. You need to click on [Exclude from “Latest documents”] checkbox on the ‘Create Folder’ pop-up box.
Screenshot below displays the [Exclude from “Latest documents”] option:
After folder creation, all the files uploaded inside that folder will not have the latest version stored inside ‘Latest Documents’ folder. The folder icon will appear different.
Screenshot below displays the icon of a newly created folder the content of which is excluded from ‘Latest Documents’:
Once excluded, you cannot include that folder content again in ‘Latest Documents’ folder by disabling the [Exclude from “Latest documents”] checkbox.
Including an excluded folder in ‘Latest Documents’ & vice-versa
To include an excluded folder in ‘Latest Documents’, user will have to move the source folder, that is excluded from ‘Latest Documents’, inside a destination folder, that is included in ‘Latest Documents’.
Help animation is provided on the ‘Modify Folder’ pop-up screen depicting the inclusion of an excluded folder in ‘Latest Documents’ folder.
To access the help animation:
Click the [More Options] button of a folder > Click Edit > Click the Information icon on the ‘Modify Folder’ screen
Screenshot below displays the help animation is provided on the ‘Modify Folder’ pop-up screen:
A warning message is displayed to the user when he/she tries to move an excluded folder inside an included folder.
Screenshot below displays the warning message:
In this case, files will be added in ‘Latest Documents’ folder.
To exclude an included folder in ‘Latest Documents’, user will have to move the source folder, that is included in ‘Latest Documents’, inside a destination folder, that is excluded from ‘Latest Documents’.
Help animation is provided on the ‘Modify Folder’ pop-up screen depicting the exclusion of an included folder in ‘Latest Documents’ folder.
To access the help animation:
Click the [More Options] button of a folder > Click Edit > Click the Information icon on the ‘Modify Folder’ screen
Screenshot below displays the help animation is provided on the ‘Modify Folder’ pop-up screen:
A warning message is displayed to the user when he/she tries to move an included folder inside an excluded folder.
Screenshot below displays the warning message:
In this case, files will be removed in ‘Latest Documents’ folder.
Including an excluded file in ‘Latest Documents’ & vice-versa
Since exclusion/inclusion of individual files is not available, to exclude/include a file, the user will have to move the whole folder (within which the file exists) inside a suitable destination folder.
To include an excluded file in ‘Latest Documents’, user will have to move the source folder (within which the file is present), that is excluded from ‘Latest Documents’, inside a destination folder, that is included in ‘Latest Documents’.
Help animation is provided on the ‘Edit fields’ pop-up screen depicting the inclusion of an excluded folder in ‘Latest Documents’ folder.
To access the help animation:
Click the [More Options] button of a file > Click Edit fields > Click the Information icon on the ‘Edit fields’ screen
Screenshot below displays the help animation is provided on the ‘Edit fields’ pop-up screen:
To exclude an included file in ‘Latest Documents’, user will have to move the source folder (within which the current file exists), that is included in ‘Latest Documents’, inside a destination folder, that is excluded from ‘Latest Documents’.
Help animation is provided on the ‘Edit fields’ pop-up screen depicting the inclusion of an excluded folder in ‘Latest Documents’ folder.
To access the help animation:
Click the [More Options] button of a file > Click Edit fields > Click the Information icon on the ‘Edit fields’ screen
Screenshot below displays the help animation is provided on the ‘Edit fields’ pop-up screen: